Meet our Team
James Reopelle - President/CEO
Jim Reopelle, President and CEO of Comprehensive Financial Group has been in wealth management for over 40 years. His firm specializes in asset management, wealth accumulation, as well as business, estate, and financial planning. Jim's expertise is working with high-net worth individuals, business owners and non-profit organizations in the areas of estate planning, wealth transfer and income strategies with a focus on tax efficiency.
Philanthropy is very important to Jim and he has been associated with Sharp Healthcare for more than 20 years. From three terms on the Coronado Hospital Board to leadership roles in numerous committees, including Sharp Mary Birch Hospital for Women and Newborns, Sharp Mesa Vista Hospital, Sharp Chula Vista Hospital, and Sharp Hospice Care. He is past chair "Chairman Emeritus" of the Sharp Healthcare Foundation Board. Jim enjoys travel, boating - a long-standing member of the Coronado Cays Yacht Club, and sports ranging from skiing to cycling to golf. Jim has great passion for music and has been a drummer since childhood, playing with various blues, R&B and classic rock bands.
858.202.7246
Roderick Evans, CFP, CEPA - Certified Financial Planner
Rod Evans is a financial advisor based in San Diego, CA, and has earned his CFP. He has been in practice for 30 years, and is a partner at Comprehensive Financial Group. Rod has previously worked at Hornor, Townsend & Kent, Inc. and Independent Financial Group. Rod has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Texas, Nevada, Hawaii & Colorado. Currently, Rod is part of Independent Financial Group, LLC, which has 385 offices and 622 employees. The firm manages assets totaling $11.3 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
858.202.7243
Robin Grepo - Office Administrator
Robin Grepo serves as the office administrator and can provide support or help guide you to the appropriate party for your needs.
We believe a well-run office is the heartbeat of a thriving organization. We operate in an environment where every team member can do their best work—supported by smooth operations, clear communication, and a welcoming atmosphere. We value efficiency and a proactive approach to problem-solving. As Office Administrator, and having worked as a legal secretary for over 30 years, Robin is the go-to person who keeps everything running seamlessly behind the scenes and plays a vital role in supporting our team’s daily operations so we can deliver exceptional results for our clients and maintain a positive, collaborative culture. Robin's interests are all things crafts, gift basket creations, party planning and rocking it out singing lead in a popular San Diego cover band.
858.622.0066